Member Relationship Officer

2 days ago

Honolulu, United States University of Hawaii FCU Full time
DO YOU WANT TO MAKE A DIFFERENCE?

Join a spirited, dynamic team with Hawai`i's leading credit union as we make a difference in our community - providing financial value, exceptional service, and state-of-the-art convenience to our members.

Position Title: Member Relationship Officer

Department: McCully Branch

FLSA Classification: Non-Exempt

Reports to: Member Relationship Supervisor

Employee Benefits

One great perk of working at UHFCU is we offer on-demand pay through our financial wellness provider. With the on-demand pay benefit, you can have the money you've already earned when you need it, so your time and money can work better for you. Get early access and get paid without waiting for your paycheck.

In addition to competitive pay, we are proud to offer a comprehensive benefits package.
  • Medical Insurance which Includes Drug and Vision; Company pays 100% of Employee's Self-Coverage; PLUS, a Company Paid Subsidy Towards Family-Coverage
  • Dental Insurance; Company Pays 100% of Employee's Self-Coverage and Employee Pays for Low Cost Family-Coverage
  • Medical and Dental Plan Premium Waiver Option
  • 401(k) Retirement Plan with Employer Match and Non-Elective Contribution (NEC)
  • Eligible to Earn Thirty-Five (35+) Paid Days Off a Year
  • Vacation Cash-Out Program
  • Flexible Spending Accounts: Healthcare and Dependent Care (Pre-Tax Benefit)
  • Company Pays for Employee Group Basic Life With AD&D Insurance
  • Company Pays for Employee Long Term Disability Insurance
  • Company Pays for Employee Long Term Care Insurance
  • Voluntary Accident Recovery, Critical Illness + Cancer, and Hospital Insurance
  • Employee Assistance Program (EAP)
  • Employee Loan Discount
  • Company Subsidizes 50% for Adult Monthly Bus Pass
  • Cash Reward Employee Referral Program
  • Workiversary Cash Reward and Gifts
  • Internal and External Professional Development Opportunities
  • And Many More

Position Purpose:

Consistently provides an atmosphere of high-quality member service. Confidently supports credit union sales efforts and performs transaction for members regarding all share and loan products and services. Consult with members and provide solutions to match their needs.

Essential Functions:
  • Promote credit union products and services based on member needs as determined from member interviews. Maintain current knowledge of all credit union's services and polices. Maintain knowledge of competitor's rates, terms, etc., as well as internal trends relation to lending. Counsel members on dividend rates and cross-sell services offered at the credit union.
  • Accurately and efficiently processes transaction and service requests.
  • Responsible for accurate handling and maintaining of all cash/negotiable instruments and end-of-day balancing.
  • Assist members in the completion of Individual Retirement Account and Savings Certificate applications. Open new savings accounts, certificates, assist members with wire transactions, closing accounts, security breaches, deceased accounts, stop payments and account disputes.
  • Process new account information including ensure compliance with Customer Information Program (CIP), verifying eligibility, ordering checks, issuing/ordering debits cards, assist with set-up of electronic services, ensure collections of appropriate signatures, and assist with other ancillary account products.
  • Provide loan applications and/or information to members and prospective members.
  • Analyze and process consumer loan applications. Pull credit reports for all accounts, varying debts, estimate monthly payment for any outstanding debts not listed, and perform other underwriting processes as applicable.
  • Assist member with information as to the status of pending loans. Explain reasons for denial and explore options for members when loans are denied.
  • Ensure accurate processing of loans by ensuring that each one is properly documented, closed, disbursed, coordinated, and filed.
  • Ensure that all information and transactions regarding credit union members are keep confidential.
  • Enforce strict adherence to established security procedures. Assist members with discrepancies and complaints. Make corrections and adjustments on account if necessary.
  • Participates in marketing campaigns or promotions with communication to members and prospective members.
  • Performs other duties as required.

Performance Standards:
  • Provides excellent member service both internally and externally.
  • Achieves new accounts and loan production volumes as determined.
  • Comply with all rules, regulations and procedures relating to member accounts, loans, and IRA information.
  • Performs work with accuracy and completeness.
  • Consistently display timeliness in the management of projects
  • Demonstrate professionalism by exercising sound judgment and creativity and by representing the credit union in a positive manner.
  • Be a trusted source of clear and accurate information to the members

Qualifications:

Education/Certification:

High school diploma, GED, college degree or equivalent work experience required.

Required Knowledge:

Must be proficient in MS Office Suite.

Thorough knowledge of member services and products.

Knowledge of credit union loan services, policies and procedures.

Understanding of lending standards and documentation.

Knowledge of consumer lending practices.

Experience Required:

Two to three years prior experience in branch operations that include loan and new account processing.

Two to three years customer service experience.

One to two years sales experience.

Credit union industry experience a plus.

Skills/Abilities:

Able to multi-task, work under pressure and meet deadlines.

Excellent customer service & interpersonal skills.

Able to work in a fast-paced environment.

Effective and clear verbal and written communication skills.

Able to prioritize workload and meet deadlines.

Excellent analytical, creative and problem-solving skills.

Able to work independently and make sound decisions.

Activities and Requirements of this Position:

Repetitive Motion:

Movements frequently and regularly required using wrists, hands, and/or fingers.

Communication Skills:

Must frequently convey detailed or important instructions of ideas accurately and quickly.

Visual Abilities:

Average visual acuity necessary to read, prepare and inspect documents or products.

Hearing:

Able to hear average or normal conversations and receive information.

Physical Strength:

Sedentary work (sitting most of the time). Able to lift and carry up to 25 lbs.

Reasoning Ability:

Able to apply common sense understanding to carry-out detailed instructions and to deal with problems involving variables.

Mathematics Ability:

Able to perform basic math skills including adding, subtracting, multiplying and dividing using a calculator.

Language Ability:

Able to write complex sentences using normal word order with present and past tenses, as well as a command of the English vocabulary.

Working Conditions:

Air-conditioned, smoke-free office setting.

Attendance Requirements:

Please note that scheduled attendance requirements may change due to business needs.

Business Hours:

Monday through Saturday. Business hours are subject to change. Must be able to work additional hours, weekends, and holidays as needed.Learn More

  • Member Relationship Officer

    2 days ago

    Honolulu, United States University of Hawai`i Federal Credit Union Full time

    DO YOU WANT TO MAKE A DIFFERENCE? Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Join a spirited, dynamic team with Hawai`i’s leading credit union as we make a difference in our community – providing financial value, exceptional service, and state-of-the-art convenience to our...

  • Member Relationship Officer

    1 month ago

    Honolulu, United States University of Hawaii FCU Full time $37,000 - $46,000

    DO YOU WANT TO MAKE A DIFFERENCE?Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Join a spirited, dynamic team with Hawai`i’s leading credit union as we make a difference in our community – providing financial value, exceptional service, and state-of-the-art convenience to our...

  • Member Relationship Officer

    1 month ago

    Honolulu, United States University of Hawaii FCU Full time

    DO YOU WANT TO MAKE A DIFFERENCE?Join a spirited, dynamic team with Hawai`i’s leading credit union as we make a difference in our community – providing financial value, exceptional service, and state-of-the-art convenience to our members.Position Title: Member Relationship OfficerDepartment: McCully BranchFLSA Classification: Non-ExemptReports to: Member...

  • Member Relationship Officer

    2 days ago

    Honolulu, United States University of Hawaii FCU Full time

    DO YOU WANT TO MAKE A DIFFERENCE?Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.Join a spirited, dynamic team with Hawai`i’s leading credit union as we make a difference in our community – providing financial value, exceptional service, and state-of-the-art convenience to our...

  • Member Relationship Officer

    2 weeks ago

    Honolulu, United States University of Hawaii FCU Full time

    DO YOU WANT TO MAKE A DIFFERENCE?Join a spirited, dynamic team with Hawai`i's leading credit union as we make a difference in our community - providing financial value, exceptional service, and state-of-the-art convenience to our members.Position Title: Member Relationship OfficerDepartment: McCully BranchFLSA Classification: Non-ExemptReports to: Member...

  • Primary Relationship Officer

    2 days ago

    Honolulu, United States Bank of Hawaii Full time

    Position Overview Under the direction of the Commercial Banking Center Manager, the Primary Relationship Officer (“PRO”) is the primary contact between the bank and assigned commercial clients. He/she is responsible for all aspects of the client relationship and, as needs dictate, involves other bank officers and specialists to ensure that the client’s...

  • Primary Relationship Officer

    3 days ago

    Honolulu, United States Bank of Hawaii Full time

    Position Overview Under the direction of the Commercial Banking Center Manager, the Primary Relationship Officer (“PRO”) is the primary contact between the bank and assigned commercial clients. He/she is responsible for all aspects of the client relationship and, as needs dictate, involves other bank officers and specialists to ensure that the client’s...

  • Customer Relationship Banker

    1 week ago

    Honolulu, Hawaii, United States Central Pacific Bank Full time

    Job SummaryWe are seeking a highly skilled Customer Relationship Banker to join our team at Central Pacific Bank. As a key member of our branch operations, you will be responsible for delivering exceptional customer service and building long-lasting relationships with our clients.ResponsibilitiesManage a portfolio of high-value clients to build and retain...

  • Customer Relationship Banker

    6 days ago

    Honolulu, Hawaii, United States Central Pacific Bank Full time

    Banking Role OverviewAt Central Pacific Bank, we are seeking a highly skilled Customer Relationship Banker to join our team. This is an exciting opportunity to work in a dynamic environment where you will be responsible for building and maintaining relationships with High Value Clients.Job ResponsibilitiesManage a portfolio of HVC customers to build and...

  • Member Relationship Associate

    3 days ago

    Honolulu, HI, United States Hsfcu Online Full time

    Member Relationship Associate - Kaimuki Branch HSFCU Kaimuki Branch, Honolulu, Hawaii, United States of America Job Description Posted Friday, November 1, 2024 at 4:00 PM Position Summary Responsible for assisting with branch member service, new account and lending operations. Completes required reports, file maintenance, and related record keeping duties...

  • Front Office Manager

    1 week ago

    Honolulu, Hawaii, United States Hilton Grand Vacations Full time

    Company Overview: Hilton Grand Vacations is a leading authority in the vacation ownership industry, dedicated to innovation, quality, and continued growth.Salary: $68,500 - $70,555 annually, with opportunities for financial wellness and benefits such as medical, dental, and vision insurance, 401k plan, life insurance, company stock purchase program, team...

  • Office Manager

    1 week ago

    Honolulu, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are looking for a competent Office Manager who can oversee administrative tasks and back up accounting for a company in Honolulu. This role includes managing general office procedures to ensure processes and duties in the office flow efficiently and assisting with Accounts Payable (AP) and Accounts Receivable (AR) duties as a...

  • Lead Front Office Supervisor

    1 week ago

    Honolulu, Hawaii, United States Highgate Hotels Full time

    OverviewThe Assistant Front Office Manager plays a pivotal role in ensuring the seamless operation of the Front Office. Reporting to the Director of Rooms, this individual is responsible for overseeing all aspects of the Bell Desk and providing critical support to the Front Office team.Duties and ResponsibilitiesGuest Services: Respond to guest requests,...

  • Claims Relationship Improvement Specialist

    1 week ago

    Honolulu, Hawaii, United States HMSA Full time

    About the RoleAs a Claims Relationship Improvement Specialist at HMSA, you will play a crucial role in enhancing the relationship between our organization and external entities. This position requires strong analytical and communication skills to identify opportunities for improvement and implement effective solutions.Key ResponsibilitiesData Analysis and...

  • Office Manager

    1 month ago

    Honolulu, United States Our Home Investments LLC Full time

    Description We're looking for a highly driven office manager to lead our administrative staff. You'll be in charge of overseeing office operations, streamlining systems, and ensuring our administrative support is accurately following office policies. The ideal candidate is an organized and efficient leader who loves motivating and encouraging others to do...

  • Office Manager

    1 month ago

    Honolulu, United States Our Home Investments LLC Full time

    Description We're looking for a highly driven office manager to lead our administrative staff. You'll be in charge of overseeing office operations, streamlining systems, and ensuring our administrative support is accurately following office policies. The ideal candidate is an organized and efficient leader who loves motivating and encouraging others to do...

  • Executive Development Officer, Corporate Partnerships

    2 weeks ago

    Honolulu, Hawaii, United States WittKieffer Full time

    About the RoleWe are seeking an experienced Executive Development Officer to lead our corporate partnerships in Hawaii. This is a critical role that will drive revenue growth and support our mission to improve the lives of people with diabetes.Job SummaryThe Executive Development Officer will be responsible for developing and stewarding relationships with...

  • Relationship Manager

    4 days ago

    Honolulu, United States The Pacific Bridge Companies Full time

    Do you wish to positively affect the lives of people around the world? Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our vast network of financial organizations and specialists from around the...

  • Relationship Manager

    5 days ago

    Honolulu, United States The Pacific Bridge Companies Full time

    Do you wish to positively affect the lives of people around the world? Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our vast network of financial organizations and specialists from around the...

  • Chief Hospitality Officer

    5 days ago

    Honolulu, Hawaii, United States 'Alohilani Resort Waikiki Beach Full time

    About UsAloha! We are Alohilani Resort Waikiki Beach, a premier hospitality management company dedicated to delivering exceptional guest experiences. Our team is passionate about providing warm and friendly service, exceeding our guests' expectations with every visit.Job SummaryWe are seeking an experienced Chief Hospitality Officer to lead our hotel's...